UK pension funds

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 28, 2022 by Charles Van Vleet · across every show →

Everything said about UK pension funds, oldest first

Nov 28, 2022 negative
Assertion Supported
Leveraged Derivatives Used For Growth Targets Caused The UK Pension Crisis
“The other common way, as we've experienced in the UK, where the UK, of course, has gone through a meltdown because they were using derivatives. They were leveraging. So they were only using 50% of their assets levered To be hedged, and the other 50% still rema…”
Charles Van Vleet Nov 28, 2022 ▶ 17:06 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Jul 10, 2023 bullish
Assertion Not checkable as stated
Aitken: UK institutional property funds face massive discounts on secondary markets
“That there are tremendous discounts available in secondary markets for UK institutional property funds right now. I won't mention the exact discounts, but I'm just seeing very good appetite, ongoing interest from what I'd call global patient capital to provide…”
James Aitken Jul 10, 2023 ▶ 37:50 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
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